Mitch Tuchman speaks with U.S. News about how 1% mutual fund fees can actually add up to much more.
Hidden Mutual Fund Fees That Are Robbing Your Returns
Tag: Investing
North Carolina Outward Bound School
Scott Puritz’s tenacity for helping people achieve more as Managing Director at Rebalance translates to his philanthropic endeavors with North Carolina Outward Bound School, where he is a longtime member of the Board of Directors and Chairman of the Investment Committee, and helps establish scholarships for financially disadvantaged teenagers, some of whom are featured in this video.
Scott Puritz Interviewed by PBS Nightly Business Report
Sue Herera of PBS Nightly Business Report interviews Scott Puritz of Rebalance about why the classic 60/40 formula for investing (stocks/bonds) no longer applies and is, in fact, actually dangerous for your savings.
The 60/40 stock-and-bond portfolio mix is dead in 2016
Scott Puritz in USA TODAY: Say goodbye to 60/40 portfolio… Rules for stock/bond formula not just dated, it’s “downright dangerous.”
Rebalance On Bloomberg Radio
Managing Director, Mitch Tuchman, spoke with Corey Johnson and Carol Masser from Bloomberg Radio about the importance of rolling over your employee-sponsored 401 (k) into an IRA with low fees when you change jobs.
Rebalance on NPR’s Morning Edition
Rebalance Managing Director Scott Puritz, and author Morra Aarons-Mele, sat down with NPR journalist, John Ydstie, to discuss how Rebalance is transforming the investment industry through its unique combination of world-class financial experts and productivity-enhancing technology.
The $17 Billion Cost Of The Status Quo For America’s Retirement Savers
Rebalance joins finance heavyweights such as Charles Schwab in the efforts to optimize 401(k) plan offerings for small businesses. Learn how the landscape of 401(k) is evolving via the 401k Specialist piece below.
Malkiel & Tuchman: Retirement Autopilot. PBS Wealthtrack: Full Episode
PBS showcases Rebalance on the award-winning finance show Wealthtrack. Host Consuelo Mack sits down with Mitch Tuchman and Professor Burton Malkiel, a key member of the firm’s Investment Committee, to discuss retirement investing best practices.
Breaking Up Is Hard to Do… With Your Financial Adviser
Leaving your financial adviser — and finding a replacement — is a daunting challenge. Our very own Sally Brandon’s latest post in Money Magazine explains why firing your adviser, while uncomfortable, could be a necessary step toward a stronger, more secure retirement.
After Divorce: Build the Financial Future You Want
Executive Vice President, Wealth Management Services Sally Brandon shares her advice for how to take control of your financial future after a divorce, ensuring you’re set up for a secure, rewarding retirement.
